Souders Financial Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $715K | Buy |
2,681
+539
| +25% | +$144K | 0.09% | 110 |
|
|
2025
Q1 | $606K | Sell |
2,142
-102
| -5% | -$28.9K | 0.08% | 119 |
|
|
2024
Q4 | $538K | Buy |
2,244
+75
| +3% | +$18K | 0.08% | 123 |
|
|
2024
Q3 | $550K | Sell |
2,169
-163
| -7% | -$41.4K | 0.08% | 122 |
|
|
2024
Q2 | $484K | Buy |
2,332
+17
| +0.7% | +$3.53K | 0.07% | 125 |
|
|
2024
Q1 | $479K | Sell |
2,315
-198
| -8% | -$41K | 0.08% | 122 |
|
|
2023
Q4 | $400K | Sell |
2,513
-444
| -15% | -$70.7K | 0.07% | 128 |
|
|
2023
Q3 | $412K | Buy |
+2,957
| New | +$412K | 0.08% | 123 |
|